Treasury Sales Officer II

Treasury Sales Officer II

Location:

US-TN-Nashville

The Treasury Sales Officer will be responsible for effectively selling the Bank's depository and treasury solutions services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service.

This position will contact prospective customers in order to develop new treasury business and will manage relationships with existing customers to ensure proper servicing of accounts and to expand existing business. The Treasury Sales Officer will prepare sales presentations, explain services offered, and recommend services which would benefit clients. This position will identify opportunities to cross-sell other products and services, meet or exceed set deposit goals, and ensure the proper installation of treasury solutions services.

The Treasury Sales Officer must be a team player, have the ability to work under pressure, have a professional image, and be able to resolve problems and conflicts. This position must possess strong and advanced business communications skills, such as advanced writing, listening, delivering sales proposals, have basic office and mathematics skills, and have customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills will be required.

Location listed is preferred office location but other locations in the market may be considered based upon convenience and business necessity.

RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

• Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of treasury management solutions. Proven track record for developing new sales, closing sales, and achieving annual objectives for treasury management sales goals, fee income generation, cross sales, and referrals.
• Call on new and existing business clients to develop and close treasury management sales business. Proactively review assigned client base and identify deposit and treasury management services solutions, and cross‑sale opportunities based on customer needs and complete the sale. Refer and engage business partners (i.e., commercial lending, branches, wealth and insurance, etc.), as appropriate.
• Develop treasury solutions sales proposals and pricing pro formas for prospective and existing clients to further develop and strengthen business relationships.
• Conduct annual treasury management reviews for top tier business clients.
• Maintain up to date and working knowledge of treasury management sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements.
• Deliver internal treasury management presentations and participate in sales meetings, joint call planning, and prospect development in partnership with region's business lending and branch calling officers.
• Partner with business lenders and branch calling officers in pre‑proposal discussions to fully understand client needs and shape preferred solutions.
• Actively participate in joint client and prospect calls and presentations with business lenders and branch sales officers to further business development and sales efforts; lead treasury management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features/benefits of Bank programs and treasury management products and services.
• Prepare contracts and implementation documentation in accordance with all account opening, account ownership verification, and treasury management services set‑up processes; review and check documents for completeness, accuracy, and conformance with applicable rules/regulations and procedural requirements.
• Directly responsible for managing and retaining client's operating business by ensuring client satisfaction.
• Provide an exceptional level of quality service for…